CWA
Canvas Wealth Advisors’s Henry Schein HSIC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $277K | Sell |
3,938
-7,356
| -65% | -$518K | 0.05% | 155 |
|
2025
Q1 | $729K | Sell |
11,294
-7,312
| -39% | -$472K | 0.19% | 80 |
|
2024
Q4 | $1.29M | Sell |
18,606
-1,091
| -6% | -$75.5K | 0.32% | 52 |
|
2024
Q3 | $1.44M | Buy |
19,697
+6,153
| +45% | +$449K | 0.4% | 43 |
|
2024
Q2 | $981K | Buy |
13,544
+4,487
| +50% | +$325K | 0.3% | 51 |
|
2024
Q1 | $636K | Buy |
9,057
+750
| +9% | +$52.7K | 0.21% | 61 |
|
2023
Q4 | $613K | Buy |
+8,307
| New | +$613K | 0.22% | 57 |
|